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06-0927_LILBURN CORPORATION_Action ReminderCITY CLERKS DEPARTMENT -ACTION REMINDER TO: Lynnette AdelphS5 , Management Analyst II FROM: Christy Swanson, Secretary DATE: June 1, 2007 SITUATION: On September 27, 2006, the City of San Juan Capistrano entered into a Personal Services Agreement with Lilburn Corporation to provide a consultant to serve as a project manager assigned by the Planning Director. ACTION REQUESTED: Said Agreement states services shall be completed by June 30, 2007 Please notify our office if agreement has been completed or will be extended. ACTION TO BE TAKEN: DATE WHEN NEXT ACTION (S) SHOULD BE TAKEN: SIGNATURE OF OFFICIAL TAKING ACTION: DATE SIGNED: CO)/T '*'FOR CITY CLERK'S DEPARTMENT USE ONLY' Tickler Date: 06/01/07 Deadline Date: 06/30/07 (600.3011ilburn) • 0 PERSONAL SERVICES AGREEMENT Q� THIS AGREEMENT is made and entered into this day of September, 2006, by and between the City of San Juan Capistrano (hereinaf et r referred to as the "City") and Lilburn Corporation (hereinafter referred to as "Consultant"). RECITALS: WHEREAS, City desires to retain the services of Consultant regarding the City's proposal to serve as project manager in processing a variety of development application projects for City entitlements and to provide assistance with City -budgeted administrative and planning projects, as assigned by the Planning Director; and WHEREAS, Consultant is qualified by virtue of experience, training, education and expertise to accomplish such services. NOW, THEREFORE, City and Consultant mutually agree as follows: Section 1. Scope of Work. The scope of work to be performed by Consultant shall consist of those tasks as set forth in Exhibit "A," attached and incorporated herein by reference. Consultant warrants that all of its services shall be performed in a competent, professional and satisfactory manner and in accordance with the prevalent standards of its profession. Section 2. Term. This Agreement shall commence on the effective date of this Agreement and services required hereunder shall be completed by no later than June 30, 2007. Section 3. Compensation. 3.1 Amount. Compensation for the scope of services for assigned development project management related to work which is reimbursable by developer deposits under this Agreement shall be billed for hours worked at the hourly rate of $120. Total compensation for work performed on City -budgeted projects shall not exceed Ten Thousand Dollars ($10,000.00). S� 0 • 3.2 Rate Schedule. The services shall be billed to the City for services performed at the hourly rate of $120.00/hour. Included within the compensation are all the Consultant's ordinary office and overhead expenses incurred by it, its agents and employees, including incidental costs to perform the stipulated services. Submittals shall be in accordance with Consultant's proposal. 3.3 Method of Payment. Consultant shall submit monthly invoices based on total services which have been satisfactorily completed for approval by the City. The City will pay monthly on approved invoices in accordance with this Section. For extra work not part of this Agreement, a written authorization from City is required prior to Consultant undertaking any extra work. 3.4 Records of Expenses. Consultant shall keep complete and accurate records of all costs and expenses incidental to services covered by this Agreement. These records will be made available at reasonable times to City. Section 4. Independent Contractor. It is agreed that Consultant shall act and be an independent contractor and not an agent or employee of City, and shall obtain no rights to any benefits which accrue to City's employees. Section 5. Limitations Upon Subcontracting and Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for City to enter into this Agreement. Consultant shall not contract with any other entity to perform the services required without written approval of the City. This Agreement may not be assigned, voluntarily or by operation of law, without the prior written approval of the City. If Consultant is permitted to subcontract any part of this Agreement by City, Consultant shall be responsible to City for the acts and omissions of its subcontractor as it is for persons directly employed. Nothing contained in this Agreement shall create any contractual relationships between any subcontractor and City. All persons engaged in the work will be considered employees of Consultant. City will deal directly with and will make all payments to Consultant. 0 • Section 6. Changes to Scope of Work. In the event of a change in the Scope of Work provided for in the contract documents as requested by the City, the Parties hereto shall execute an addendum to this Agreement setting forth with particularity all terms of the new agreement, including but not limited to any additional Consultant's fees. Section 7. Familiarity with Work and Construction Site. By executing this Agreement, Consultant warrants that: (1) it has investigated the work to be performed; and (2) it understands the facilities, difficulties and restrictions of the work under this Agreement. Should Consultant discover any latent or unknown conditions materially differing from those inherent in the work or as represented by City, it shall immediately inform City of this and shall not proceed with further work under this Agreement until written instructions are received from the City. Section 8. Time of Essence. Time is of the essence in the performance of this Agreement. Section 9. Compliance with Law. Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. Section 10. Conflicts of Interest. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant. Section 11. Copies of Work Product. At the completion of the contract period, Consultant shall have delivered to City at least one (1) copy of any final reports and architectural drawings containing Consultant's findings, conclusions, and recommendations with any support documentation. All reports submitted to the City shall be in reproducible format. All services to be rendered hereunder shall be subject to the direction and approval of the City. 3 0 • Section 12. Ownership of Documents. All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the City. All such reports, information, data, and exhibits shall be the property of the City and shall be delivered to the City upon demand without additional costs or expense to the City. The City acknowledges such documents are instruments of Consultant's professional services. Section 13. Indemnity. Consultant agrees to protect, defend and hold harmless City, its elected and appointed officials and employees from any and all claims, liabilities, expenses or damages of any nature, including attorneys' fees, for injury or death of any person or damage to property or interference with use of property and for errors and omissions committed by Consultant arising out of or in connection with the work, operation or activities of Consultant, its agents, employees and subcontractors in carrying out its obligations under this Agreement. Section 14. Termination. City and Consultant shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to the other party In addition, this Agreement may be terminated for cause by providing ten (10) days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (10) day cure period. Section 15. Notice. All notices shall be personally delivered or mailed to the below listed addresses, or to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process: To City: City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675 Attn: Planning Director To Consultant: Lilburn Corporation Attn: Cheryl Tubbs 1905 Business Center Drive San Bernardino, CA 92408 0 0 • Section 16. Attorneys' Fees. If any action at law or in equity is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and necessary disbursements in addition to any other relief to which he may be entitled. Section 17. Dispute Resolution. In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS"). Section 18. Entire Agreement. This Agreement constitutes the entire understanding and agreement between the parties and supersedes all previous negotiations between them pertaining to the subject matter thereof. IN WITNESS WHEREOF, the parties hereto have executed this Agreement. CITY OF SAN JUAN CAPISTRANO By: 90�-� fi OA -,% 1 David F. Adams, City Manager LILBURN CORPORATION By i 2 K 42,� Martin R. Derus, Vice President ATTEST: R. Monahan, City Clerk FORM: John R. ShaW, City Attorney 0 0 LILBURN CORPORATION 1905 Business Center Drive San Bernardino, CA 92408 (909) 890-1818 SCOPE OF WORK The City of San Juan Capistrano is seeking a planner with extensive municipal planning experience to augment the Planning staff in the City's Planning Department. The department needs an individual to perform as project manager on assigned development applications and to assist with administrative and planning tasks as assigned. Summary of Services: Services to be provided include: • Perform project management on assigned development applications • Review plans and perform plans analysis • Prepare CEQA documentation • Prepare screen check letters to applicants • Prepare Determination of Completeness • Prepare public hearing notices and notification • Coordinate schedules and issues with other departments and public agencies • Prepare staff reports, resolutions and draft ordinances as required • Make oral presentations to citizen groups, City committees, commissions, and the City Council • Perform other planning and administrative work as needed by the department Scope of Work: Examples of work to be performed include: • Coordinate with other staff and departments • Respond to direction of the department's administrative staff • Coordinate issues and schedules with other departments and public agencies 0 L • Coordinate site specific studies (i.e. traffic analysis, soils reports, parking studies, etc.,) making sure they are completed within the established project schedule • Review plans for compliance with the City and State planning laws and CEQA • Prepare correspondence, staff reports, and resolution/ordinances as required • Make oral presentations on projects as required Hourly Rate: $120 Availability: Attend public hearings on assigned cases Perform project management Perform administrative assignments 0 0 LILBURN CORPORATION 1905 Business Center Drive San Bernardino, CA 92408 (909) 890-1818 SCOPE OF WORK The City of San Juan Capistrano is seeking a planner with extensive municipal planning experience to augment the Planning staff in the City's Planning Department. The department needs an individual to perform as project manager on assigned development applications and to assist with administrative and planning tasks as assigned. Summary of Services: Services to be provided include: • Perform project management on assigned development applications • Review plans and perform plans analysis • Prepare CEQA documentation • Prepare screen check letters to applicants Prepare Determination of Completeness • Prepare public hearing notices and notification • Coordinate schedules and issues with other departments and public agencies • Prepare staff reports, resolutions and draft ordinances as required • Make oral presentations to citizen groups, City committees, commissions, and the City Council • Perform other planning and administrative work as needed by the department Scope of Work: Examples of work to be performed include: • Coordinate with other staff and departments • Respond to direction of the department's administrative staff • Coordinate issues and schedules with other departments and public agencies EXHIBIT A 0 11 • Coordinate site specific studies (i.e. traffic analysis, soils reports, parking studies, etc.,) making sure they are completed within the established project schedule • Rreview plans for compliance with the City and State planning laws and CEQA Prepare correspondence, staff reports, and resolution/ordinances as required • Make oral presentations on projects as required Hourly Rate: $120 Availability: Attend public hearings on assigned cases Perform project management Perform administrative assignments 0 32400 PASEO ADELANITO SA14 JUAN CAPISTRANO, CA 92675 (949) 493 1171 (949) 493-1053 FAX wwwswynancapistrano. org TRANSMITTAL TO: Lilburn Corporation Atten: Cheryl Tubbs 1905 Business Center Drive San Bernardino, CA 92408 Jaw, J,l/,y IA[AAIAAAiFO ' m msxm s� 1961 1776 MEMBERS OF THE CITY COUNCIL SAM ALLEVATO DIANE BATHGATE WYATT HART JOE SOTO DAVID M. SWERDLIN FROM: Meg Monahan, MMC — City Clerk (949) 443-6308 RE: Personal Services Agreement -- project manager services for deelop ent application projects, and such. An original, executed agreement is enclosed for your records. If you have questions concerning the agreement, please contact Lynnette Adolphson, Management Analyst Il, (949) 443-6324. Thank you, CC: Lynnette Adolphson, Management Analyst II San Juan Capistrano: Preserving the Past to Enhance the Future